To-dos
To-dos page: https://cloud.protemos.com/todo/index
Contents
General information
You can create a to-do for your managers or for yourself to perform different tasks related to projects, jobs, production, or anything you need.
To-dos are private and are visible for creators and assignees, only the Administrator can see the list of all the to-dos.
New to-do
To create a to-do, click on the To-dos menu on the top panel and then click "New to-do":
Or you can click the "New to-do" button on the To-dos page:
Enter a name, choose the manager, set the priority, the deadline, the time for the reminder to be sent, and press the "Create" button:
Note:You can assign a to-do to a manager or to yourself.
You can Complete, Reopen, Cancel, Reassign, Update or Delete the to-do:
Also, manage the attachments, and send the messages to the creator and the assignee of the to-do:
To-dos notifications
To the assignee
The assignee gets the to-do notifications in the following cases:
- If someone creates a to-do for you:
- If someone updates the to-do:
- If you were reassigned:
- If someone cancels the to-do:
- If the to-do was deleted:
- The reminder about the to-do:
- If someone sends a message:
To the manager who created a to-do
The manager who creates a to-do gets the to-do notifications in the following cases:
- If someone sends a message:
- If a to-do was completed:
- If a to-do is overdue:
- If a to-do is still active (only if the manager who created it is the assignee):